Appextremes, LLC

Docusign, Inc.

Doug Paul Rybacki

Donald Grant Peterson

Duane E Wald

Jordan D Pesusich

Christian J King

Natasha Reid

Bailey L Carlson

Natasha Roloff

Amy J Reams

Systems for identifying, tagging, modifying and reconciling information contained in a document are the subjects of the present disclosure. In one embodiment, the document may be linked to one or more source data formats, which are maintained as the document is modified by one or more users over time. The modifications are tracked and associated source data is updated to reflect those modifications. Clauses, terms and conditions may be revised and templates created based on revisions, and accessed by a user for subsequent use. Methods for selecting, modifying, reconciling and tracking a document, as well as presenting suggestions for a document are also disclosed.

Systems and methods for modifying and reconciling negotiated documents

Systems and methods for requesting, tracking and reporting modifications to a record are the subject of the present disclosure. In one embodiment, the record is associated with a customer-relationship management or CRM system. According to varying embodiments, the system and method may be implemented through the use of one or more modules and may permit one of several actions to be taken with respect to a record.

Systems and methods for requesting, tracking and reporting modifications to a record

Techniques for electronic signature processes are described. Some embodiments provide an electronic signature service ('ESS') configured to facilitate the creation, storage, and management of electronic signature documents. In one embodiment, an electronic signature document may be associated with custody transfer rules that facilitate transfers of custody of an electronic signature document from one user or party to another. A custody transfer may results in a transfer of rights or capabilities to operate upon (e.g., modify, view, send, delete) an electronic signature document and/or its associated data. A custody transfer rule may be trigged by the occurrence of a particular event, such as the receipt of an electronic signature.

System and method for rules-based control of custody of electronic signature transactions

Growing community of inventors

Seattle, WA, United States of America

Doug Paul Rybacki